Sepio Capital LP cut its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 19.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 101,775 shares of the company’s stock after selling 23,961 shares during the quarter. Vanguard Value ETF […]

Ledyard National Bank lowered its position in Evergy Inc. (NASDAQ:EVRG – Free Report) by 40.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 31,198 shares of the company’s stock after selling 21,280 shares during the quarter. Ledyard National Bank’s holdings in Evergy […]

JSF Financial LLC decreased its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 78.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,867 shares of the company’s stock after selling 18,129 shares during the period. JSF Financial LLC’s […]

Ledyard National Bank acquired a new position in Linde PLC (NASDAQ:LIN – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,967 shares of the basic materials company’s stock, valued at approximately $2,358,000. A number of other institutional […]

NBT Bank N.A. acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 3rd quarter, HoldingsChannel reports. The firm acquired 11,341 shares of the company’s stock, valued at approximately $2,451,000. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Root Financial […]

Precedent Wealth Partners LLC lifted its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 93.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,539 shares of the software maker’s stock after buying an additional 2,681 shares during the quarter. Precedent […]

WP Advisors LLC raised its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 121,551 shares of the company’s stock after acquiring an additional 2,687 shares during the period. […]

Sepio Capital LP boosted its position in BILL Holdings, Inc. (NYSE:BILL – Free Report) by 1,251.6% during the 3rd quarter, HoldingsChannel reports. The firm owned 1,304,267 shares of the company’s stock after buying an additional 1,207,769 shares during the quarter. BILL makes up about 2.2% of Sepio Capital LP’s investment portfolio, making the stock its […]

OLD Second National Bank of Aurora decreased its holdings in Danaher Corporation (NYSE:DHR – Free Report) by 81.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,184 shares of the conglomerate’s stock after selling 9,831 shares during the period. OLD Second […]

Studio Investment Management LLC cut its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 19.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 123,767 shares of the company’s stock after selling 30,495 shares during the period. […]

NBT Bank N.A. purchased a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm purchased 32,601 shares of the exchange traded fund’s stock, valued at approximately $9,059,000. Several other institutional investors also recently bought and sold shares of the stock. Rogco LP purchased […]

Lmcg Investments LLC lowered its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 99.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,467 shares of the exchange traded fund’s stock after selling 562,326 shares during the period. Lmcg Investments LLC’s holdings in […]

Sepio Capital LP increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,145,802 shares of the company’s stock after buying an additional 69,265 shares during the quarter. […]

Ledyard National Bank lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 16.4% during the 3rd quarter, Holdings Channel reports. The fund owned 956,251 shares of the company’s stock after acquiring an additional 134,724 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 2.4% of Ledyard National […]

Sepio Capital LP raised its position in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 69.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 102,887 shares of the company’s stock after acquiring an additional 42,330 shares during the quarter. Sepio Capital LP’s […]

Precedent Wealth Partners LLC purchased a new stake in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 26,680 shares of the company’s stock, valued at approximately $2,276,000. Other large investors have also recently added to or reduced their stakes in the company. State Street Corp […]

Ledyard National Bank grew its holdings in VictoryShares Free Cash Flow ETF (NASDAQ:VFLO – Free Report) by 5.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 543,226 shares of the company’s stock after buying an additional 26,980 shares during the quarter. VictoryShares Free Cash Flow ETF comprises approximately 2.2% of Ledyard National Bank’s holdings, […]

Northern Lights Advisors Inc. lifted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 25.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 50,602 shares of the company’s stock after buying an additional 10,265 shares during the quarter. Vanguard Growth ETF makes up approximately 2.4% of Northern Lights […]

Precedent Wealth Partners LLC boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 81.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 108,018 shares of the company’s stock after buying an additional 48,627 shares during the quarter. Precedent […]

WP Advisors LLC raised its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 66,256 shares of the company’s stock after acquiring an additional 7,593 shares during the quarter. […]

Obermeyer Wealth Partners lessened its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 88.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,108 shares of the company’s stock after selling 70,339 shares during the period. Obermeyer […]

SBI Securities Co. Ltd. grew its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 5.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 835,068 shares of the exchange traded fund’s stock after purchasing an additional 41,223 shares […]

Sharkey Howes & Javer purchased a new position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,525 shares of the company’s stock, valued at approximately $1,883,000. Other hedge funds and other institutional investors also recently made […]

SBI Securities Co. Ltd. lifted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 1.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,203,042 shares of the exchange traded fund’s stock after buying an additional 22,220 shares during […]

Crescent Grove Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, HoldingsChannel.com reports. The firm purchased 22,922 shares of the company’s stock, valued at approximately $507,000. Several other large investors also recently bought and sold shares of the company. Smithbridge Asset Management Inc. DE […]

MBL Wealth LLC lifted its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 269,232 shares of the company’s stock after acquiring an additional […]

Precedent Wealth Partners LLC increased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 5.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 133,461 shares of the exchange traded fund’s stock after purchasing an additional 7,148 shares during the quarter. iShares MSCI EAFE ETF accounts for 2.0% of Precedent Wealth […]

Root Financial Partners LLC boosted its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 238.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,552 shares of the company’s stock after acquiring an additional 15,895 shares during the quarter. […]

Mills Wealth Advisors LLC lifted its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 15.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 188,831 shares of the company’s stock after purchasing an additional 24,800 shares […]

Ledyard National Bank bought a new stake in shares of Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 41,909 shares of the company’s stock, valued at approximately $3,398,000. Ledyard National Bank owned approximately 0.06% of […]

Nisa Investment Advisors LLC lowered its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 36.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 74,920 shares of the company’s stock after selling 43,000 shares during the […]

OLD Second National Bank of Aurora purchased a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) during the third quarter, Holdings Channel reports. The firm purchased 6,511 shares of the company’s stock, valued at approximately $952,000. Other large investors have also added to or reduced their stakes in […]

Studio Investment Management LLC purchased a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 6,595 shares of the company’s stock, valued at approximately $748,000. Several other hedge funds and other institutional investors have also recently modified their holdings of IEI. […]

Sharkey Howes & Javer bought a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 3rd quarter, Holdings Channel reports. The institutional investor bought 20,652 shares of the company’s stock, valued at approximately $672,000. A number of other hedge funds and other institutional investors have also recently added to or […]

Sharkey Howes & Javer purchased a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 4,891 shares of the company’s stock, valued at approximately $504,000. Other large investors also recently added to or reduced their stakes in the company. PNC Financial Services […]

Howland Capital Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 25,496 shares of the company’s stock, valued at approximately $2,410,000. A number of other hedge […]

Robinson Smith Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund acquired 52,712 shares of the company’s stock, valued at approximately $1,165,000. Schwab U.S. Aggregate Bond ETF accounts for approximately […]

Strategic Planning Group LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 313,991 shares of the company’s stock, valued at approximately $31,613,000. iShares 0-3 Month Treasury Bond ETF makes up approximately 3.3% of Strategic Planning Group LLC’s portfolio, […]

Sharkey Howes & Javer decreased its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 7.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 72,168 shares of the company’s stock after selling 5,633 shares during the quarter. iShares MSCI USA […]

Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Get Free Report) saw strong trading volume on Wednesday. Approximately 263,938 shares were traded during trading, an increase of 3% from the previous session’s volume of 255,952 shares. The stock last traded at $46.6860 and had previously closed at $46.59. Dimensional National Municipal Bond ETF Trading Up 0.6% […]

Indiana Trust & Investment Management Co bought a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 9,208 shares of the company’s stock, valued at approximately $663,000. […]

iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC – Get Free Report) shares were up 0.8% on Thursday. The company traded as high as $22.37 and last traded at $22.34. Approximately 236,338 shares traded hands during mid-day trading, a decline of 18% from the average session volume of 289,667 shares. The stock had previously closed […]

Shares of VictoryShares Free Cash Flow ETF (NASDAQ:VFLO – Get Free Report) saw unusually-strong trading volume on Wednesday. Approximately 1,565,932 shares traded hands during mid-day trading, an increase of 10% from the previous session’s volume of 1,420,273 shares. The stock last traded at $54.6970 and had previously closed at $54.74. VictoryShares Free Cash Flow ETF […]

Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Get Free Report) shares saw unusually-high trading volume on Wednesday. Approximately 221,586 shares traded hands during trading, an increase of 79% from the previous session’s volume of 124,110 shares. The stock last traded at $39.5380 and had previously closed at $39.51. Dimensional Inflation-Protected Securities ETF Price Performance The business […]